How It Works

2. Seamless Client Transition

We understand how vital it is to maintain client trust and continuity during transitions. Our process is designed to ensure that clients feel supported and confident throughout:

  • Clear Communication: The referring agent explains to their client that they’ll be introduced to a trusted professional who will handle their needs. This reassurance helps maintain the client’s confidence.

  • Personalized Agent Matching: We carefully select a receiving agent who is best suited to meet the client’s requirements, whether it’s a specific property type, market area, or personal preference.

  • Ongoing Support: Our team facilitates the handoff and provides follow-up to ensure the client’s expectations are met. This hands-on approach reflects positively on both the referring agent and your brokerage.

By handling the logistics with care and professionalism, we ensure a smooth transition that upholds the integrity of the client-agent relationship.

3. Commission Distribution for Referrals

One of the most significant benefits of our referral program is the ability for agents to continue earning income through referrals. Here’s how commission distribution works:

  • Referral Agreement: We formalize the referral with a clear agreements between all parties, including the referring agent, the receiving agent, and Patriot Trust Realty Associates.

  • Transaction Completion: Once the receiving broker successfully closes the transaction, the referral commission is calculated based on the agreement.

  • Prompt Payment: The referring agent receives their agreed-upon referral commission promptly after the referral commission is paid to Patriot Trust Realty Associates by the receiving broker, providing them with a tangible benefit for their efforts.

This transparent and efficient system ensures all parties are compensated fairly and in a timely manner, reinforcing trust and professionalism in every transaction.

Let’s Partner Together

Our premium referral process is designed to make life easier for brokers, agents, and clients alike. By offering your agents the option to join Patriot Trust Realty Associates, you’re providing them with a flexible solution that allows them to continue earning and supporting their clients, all while maintaining the high standards of your brokerage.

If you’d like to learn more or discuss how we can work together, contact us today by email at contact@ptrareferrals, by phone at (717) 647-5847, or reach out directly to our broker, Christopher Wilson, to schedule a consultation at cwilson@ptrareferrals.com. Let’s create opportunities and success for your agents and their clients.

Welcome, Brokers!

At Patriot Trust Realty Associates, LLC, we value your expertise and understand the crucial role brokers play in guiding agents and ensuring client satisfaction. That’s why we’ve developed a straightforward and seamless referral process tailored to benefit your agents and their clients without adding complexity to your workflow. Here, we’ll walk you through how our real estate referral system works—designed to empower your agents, uphold professional standards, and deliver exceptional results for clients.

1. The Referral Process Explained

Referring agents to Patriot Trust Realty Associates allows them to transition from active practice to a referral-based role without losing the ability to earn commission. Here’s how it works:

  • Agent Joins Patriot Trust Realty Associates: Your agent transitions their license to our brokerage, becoming a referring agent. They retain their ability to generate referral business while stepping away from day-to-day real estate activities.

  • Referring Clients: The referring agent provides us with premium client details and their specific needs, ensuring the transition aligns with the client’s expectations.

  • Matching Clients to Trusted Agents: We match the premium referred clients with vetted, qualified agents in their desired area or market niche, ensuring the highest standard of service.

Our streamlined referral process ensures your agents can continue to earn income while their clients receive the care and expertise they deserve.